Salesforce CRM & Analytics Specialist

Weekday AI; Dadri; On-site; INR 1,500,000 - 2,000,000; Full time

Job summary

Weekday AI in Noida seeks an experienced Salesforce CRM & Analytics Specialist with strong expertise in Salesforce data, analytics, integration, and API development, preferably within Banking / BFSI.

The role focuses on integrating CRM data with analytics platforms, data lakes, data warehouses, and governed enterprise systems to enable data-driven customer insights and CRM capabilities across complex banking environments.

Job description

𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

𝗦𝗮𝗹𝗮𝗿𝗬 𝗥𝗮𝗻𝗴𝗲: 𝗥𝘀 𝟭𝟱𝟬𝟬𝟬𝟬𝟬 - 𝗥𝘀 𝟮𝟬𝟬𝟬𝟬𝟬𝟬 (𝗶𝗲 𝗜𝗡𝗥 𝟭𝟱-𝟮𝟬 𝗟𝗣𝗔)

Experience: 7+ yrs

Location: noida

Job Type: Full-time

We are looking for an experiencedSalesforce CRM & Analytics Specialistwith strong expertise in Salesforce data, analytics, integration, and API development, preferably within theBanking / BFSI domain.

The ideal candidate will have a strong understanding of Salesforce CRM architecture and enterprise data environments, with the ability to integrate CRM data with analytics platforms, data lakes, data warehouses, and governed enterprise systems. You will help enable data-driven customer insights, sales analytics, and CRM capabilities across complex banking environments.

Key Responsibilities

• IntegrateSalesforce CRM datawith enterprise analytics platforms, data lakes, data warehouses, and governed data environments.
• Develop data solutions that enableCustomer 360 and unified customer insights.
• Support CRM analytics use cases includingRM dashboards, lead and funnel analytics, segmentation, propensity, cross-sell/up-sell, and campaign analytics.
• Develop and manageAPIs and integration servicesto transfer analytical data and other outputs into Salesforce CRM.
• Design and maintain reliable CRM-to-core system reconciliation processes.
• Define customer and entity matching rules to ensure consistency across CRM and enterprise data platforms.
• Establish data-quality rules, validation processes, and mechanisms for identifying and resolving data issues.
• Supportdata governance, access control, security, and data-lineagerequirements.
• Collaborate with business and CRM teams to co-develop Salesforce analytics and data solutions.
• Translate business and analytical requirements into scalable technical solutions.
• Monitor the reliability and performance of CRM data integrations and analytics processes.
• Troubleshoot data, API, and integration issues and coordinate resolution with relevant teams.
• Contribute to technical documentation, integration standards, data models, and solution design activities.

What Makes You a Great Fit

• 5+ years of experiencein Salesforce CRM data, analytics, integration, or related enterprise CRM technologies.
• Strong understanding of theSalesforce Data Model, APIs, integrations, Leads, Opportunities, Campaigns, and Analytics.
• Demonstrable experience working onBanking / BFSItechnology, data, or CRM assignments.
• Hands-on experience integrating Salesforce withenterprise data lakes, data warehouses, analytics platforms, or governed data environments.
• Strong experience withAPI development, system integration, and enterprise data exchange.
• Good understanding ofCustomer 360 and customer data management.
• Experience with banking customer analytics, relationship-manager/sales analytics, segmentation, propensity modelling, or campaign measurement is preferred.
• Strong understanding ofdata quality, reconciliation, customer/entity matching, governance, access control, and data lineage.
• Strong analytical and problem-solving abilities with excellent attention to data accuracy and reliability.
• Ability to work effectively with CRM, analytics, data, technology, and business stakeholders.
• Strong communication skills and the ability to translate complex business requirements into practical technical solutions.
• Salesforce certifications such asSalesforce Administrator, Platform App Builder, Salesforce Data Cloud, or Salesforce CRM Analyticswill be an advantage.
• Ability to work independently, manage multiple priorities, and contribute effectively within a cross-functional environment.